# Board Intelligence Reviews **Vendor:** Board Intelligence **Category:** [Board Management Software](https://www.g2.com/categories/board-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 209 ## About Board Intelligence Board Intelligence is a type of board technology solution designed to help organizations enhance the effectiveness and efficiency of their governance processes. This innovative platform is tailored for board members and governance teams, providing them with the tools necessary to streamline board operations and improve decision-making. By leveraging advanced AI-powered software and advisory services, Board Intelligence transforms traditional boardroom practices into a more dynamic and impactful experience. Targeted primarily at leaders within large organizations, including those in the Fortune 500, FTSE 100, and OMX 30, Board Intelligence serves a diverse audience of executives, directors, and governance professionals. The platform is particularly beneficial for those seeking to optimize their board processes, ensuring that meetings are more productive and that strategic decisions are made with greater insight. By distilling two decades of boardroom experience into its offerings, Board Intelligence addresses the unique challenges faced by governance teams in today’s fast-paced business environment. Key features of Board Intelligence include a suite of AI-driven tools that facilitate the preparation and management of board meetings, as well as comprehensive analytics that provide insights into board performance. These tools help governance teams save time by automating routine tasks, such as document distribution and agenda setting, allowing members to focus on strategic discussions. Additionally, the platform offers tailored reporting capabilities that enable boards to assess their effectiveness and identify areas for improvement, ultimately enhancing their contribution to organizational success. The benefits of using Board Intelligence extend beyond mere efficiency gains. By improving the quality of board interactions and decision-making processes, organizations can experience a significant impact on their overall performance. The platform empowers boards to operate more cohesively, fostering better communication and collaboration among members. This, in turn, leads to more informed decisions that align with the organization’s strategic goals, thereby driving long-term success. In a landscape where effective governance is paramount, Board Intelligence stands out as a comprehensive solution that combines technology with deep industry knowledge. Its focus on enhancing board effectiveness not only saves time but also elevates the role of governance teams within organizations, making them integral to achieving strategic objectives. ## Board Intelligence Pros & Cons **What users like:** - Users find Board Intelligence to be **secure and easy to use** , streamlining access to important documents efficiently. (56 reviews) - Users commend the **excellent and speedy customer support** of Board Intelligence, enhancing their productivity significantly. (55 reviews) - Users appreciate the **secure and user-friendly document management** of Board Intelligence, enabling efficient access to board papers. (20 reviews) - Users find Board Intelligence to be a **highly intuitive platform** , simplifying the creation and management of board packs. (18 reviews) - Users appreciate the **intuitive design and responsive customer service** of Board Intelligence, enhancing their overall experience. (16 reviews) - Agenda Management (11 reviews) - Features (11 reviews) - Upload Ease (11 reviews) - Communication Efficiency (10 reviews) - Efficiency (10 reviews) **What users dislike:** - Users find the **limited functionality** of Board Intelligence restricts flexibility and requires additional tools for certain tasks. (7 reviews) - Users are frustrated by the **lack of automatic agenda transfer** , which complicates the agenda management process. (6 reviews) - Users find the **limited formatting options** frustrating, often leading to adjustments and compatibility issues with documents. (6 reviews) - Users often face **login issues** with Board Intelligence, experiencing tedious multiple logins and access frustrations. (5 reviews) - Users find the interface of Board Intelligence to be **not intuitive** , requiring multiple steps for simple actions and causing confusion. (5 reviews) - Users experience **upload issues** with PowerPoint and PDFs, making document management frustrating and challenging. (5 reviews) - Users find the **document management cumbersome** , especially with limited editing options and unappealing templates. (4 reviews) - Expensive (4 reviews) - Learning Curve (4 reviews) - Navigation Difficulty (4 reviews) ## Board Intelligence Reviews ### 1. Intuitive, Versatile, and Backed by Outstanding Support **Rating:** 4.5/5.0 stars **Reviewed by:** Terence G. | Head of Directorships & Board Governance, Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Board Intelligence?** Board Intelligence proved to be the best possible choice for our organisation. Its intuitiveness and ease of use are a big plus which contributed to a seamless integration with our systems, but I also have to point out that the level of support from their Support Team is second to none. In addition, I would also like to point out that the produce is highly versatile and from our perspective, we could easily apply it to our internal group structure but also on the client side as a CSP. Given to its ease of use, its performance is excellent and we have encountered very few issues and where we have, they have easily been solved by their excellent support. I've recently been invited to review a couple of similar products in the market just as a point of interest and I have to point out that for our specific needs, the pricing is highly competitive. On the AI front, it is clear that they have made great strides though we are not availing of this particular service given that we have our own internal systems which serve their purpose at this moment in time. **What do you dislike about Board Intelligence?** It’s difficult to find anything negative to say about it, but if I’m being constructive, I’ve received various internal comments about its ability to act as a repository for signed documents. While I always explain that this isn’t its specific purpose and that there are workarounds to achieve this, from a development perspective it may be something worth considering going forward. **What problems is Board Intelligence solving and how is that benefiting you?** From our perspective, it really comes down to ease of use and the versatility to tailor it both for internal use and as a profit centre on the client-facing side. The benefits are clear: it saves time, avoids having to send large packs over email, and improves security. **Official Response from Lewis Morley:** > Hi Terence, Thanks for such a thoughtful and considered review. It is genuinely great to hear how well Board Intelligence has fitted into your organisation, particularly around the ease of integration and how smoothly it has supported both your internal structure and client-facing work. It is also really encouraging to hear how much value you have found in the consistency of the platform and the support experience, especially when things have needed attention along the way. It is interesting and helpful to hear the feedback around using the platform as a repository for signed documents. We do understand why that expectation as a repository comes up, and your point about potential workarounds and future consideration is a fair and constructive one that we will make sure is shared with the relevant team. We also really appreciate your broader reflections on value and fit, especially given your perspective on comparable tools. It is always useful for us to understand how Board Intelligence sits in that wider landscape for organisations like yours. As you continue working with the platform, please do keep us updated with your experiences over time. It is always valuable for us to hear how things evolve in real use, and we look forward to continuing to support you as your needs develop. All our very best, The BI Team. ### 2. Easy-to-Navigate Portal with a Feature-Rich, User-Friendly App, and amazing support team **Rating:** 5.0/5.0 stars **Reviewed by:** Afshan A. | Trainee Company Secretary, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2026 **What do you like best about Board Intelligence?** I like that the portal is very easy to use and navigate, the shelves are clear and various meetings can be added. The app version is user friendly, with various features such as note making, bookmarking, now an additional feature of InsightDriver which can allow more in depth conversatoins **What do you dislike about Board Intelligence?** The current issue I have is that if your pack is published and you make changes to the pack, there is no way to undo these, especially when you have to make changes. Though, the team is really helpful and suggested the change to the products team to look into **What problems is Board Intelligence solving and how is that benefiting you?** Agenda planning - the new update whereby we can drag and drop agenda items from different meetings, it has really helped as before we'd have to open individual agendas to make changes, and now it is streamlined, allowing more flexibility **Official Response from Lewis Morley:** > Thanks for your review, we really appreciate it. It’s great to hear you’re finding the platform easy to navigate and that features like shelving, the mobile app, and Insight Driver are supporting more effective meetings and discussion and that the drag-and-drop agenda updates are making planning more efficient and flexible. In relation to the ability to undo changes, our product team are great at picking up and implementing users feedback so this is certainly a space to watch as we continue to improve on the features and control we offer. That said we do have some options like pack cloning that could be a useful option when making changes to current published packs, this would act as a safety net, should any changes need to be reverted. Thanks again for sharing your experience! All our very best, The BI Team. ### 3. Fast, Effective Pack Portal & Board Effectiveness Reviews **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie W. | Chief Governance Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Board Intelligence?** The speed and effectiveness of the board pack portal is great. It makes it very quick and easy to compile and circulate board packs. The 24/7 customer support team are also great at dealing with any issues that crop up. I use Board Intelligence on an almost daily basis and it is one of my favourite products/tools. **What do you dislike about Board Intelligence?** The layout of our board pack portal changed w/e 1 February 2025 following our decision to onboard a separate Board Intelligence product (Board Surveys). I preferred the layout of the old portal which looked more professional. We also had some speed and performance issues associated with that change, however, BI's customer support team have looked into this and those issues do now appear to have been fixed. **What problems is Board Intelligence solving and how is that benefiting you?** My team are required to run about 200 board and committee meetings per year so we need to ensure that the packs for these meetings are quick to produce and look and feel polished and consistent for our internal stakeholders. We've used Board Intelligence since around 2018 to help us with this and it has been fantastic compared to a previous paper based and/or less slick PDF compilation process. I have also recently on-boarded a new Board Intelligence product - Board Surveys - since 1 Feb 2025. It is too early stages for me to give detailed feedback on that product but so far it looks good and is helping us solve a separate problem regarding our internal board effectiveness reviews. **Official Response from Lewis Morley:** > Hello Jamie, Thanks so much for taking the time to share this, given how heavily you’re using the platform your feedback is genuinely useful for us . It’s great to hear how much of a difference the speed and ease of building board packs is making for you, particularly with the sheer number of meetings you’re running each year. And being called one of your favourite tools definitely means a lot! Really glad to hear the support team has been there for you when needed too, they will be very happy to have been mentioned. On the portal changes, I completely understand your point; When you’re used to a certain look and feel (especially one that felt more polished), changes can be a bit jarring and it’s really helpful to hear your perspective on this as it will help us to shape future changes. It’s also brilliant to hear how far things have come since the old paper/PDF days, that’s exactly the kind of transformation we’re aiming to support. I do hope your experience with Board Surveys is as positive an experience as you have had with rest of Board Intelligence, we would be very keen to hear your feedback on this as your time with the product grows. Really appreciate you sharing. All our very best, The BI Team ### 4. Streamlined Board Management **Rating:** 5.0/5.0 stars **Reviewed by:** Ines G. | Legal Assistant, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Board Intelligence?** I use Board Intelligence to access and manage board and committee papers. It helps me create agendas, meeting packs, and request paper submissions without the headache of managing multiple document versions, as submissions are made directly. I love the ability to build, manage, and distribute packs electronically, which really reduces manual effort and risks that come with preparing meetings. Having everything on a single platform is so much more controlled, and centralized pack management means directors always get the most current versions, even with last-minute updates. I also find updating agendas really easy since it automatically renumbers. The security aspect is impressive too, as it eliminates the need for email attachments, providing a central repository for historical meetings. Setting it up was quite smooth for me. **What do you dislike about Board Intelligence?** Managing permissions and supporting less frequent users can be a bit of a challenge. Board members adapt quickly, but new joiners and other less frequent users will need more guidance and support because it's not that intuitive. It's also difficult to get a quick view of access and permissions or where certain controls sit. Some functions are hidden unless you know where to look. **What problems is Board Intelligence solving and how is that benefiting you?** I use Board Intelligence to create and manage agendas and meeting packs. It solves my pain points around managing board materials securely, eliminates email exchanges, and ensures directors access the latest versions. The platform reduces duplication and makes updating agendas and accessing centralized documents easy. ### 5. Effortless, Secure Board Pack Management **Rating:** 4.5/5.0 stars **Reviewed by:** Emma R. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2026 **What do you like best about Board Intelligence?** I like that Board Intelligence is intuitive, with the board packs clearly labeled and easily accessible. I appreciate the ability to send board packs to multiple people simultaneously, which helps with version control. I also enjoy how it combines all papers into a singular PDF pack, which improves the circulation of board papers to committees or board members, making it more efficient and easier for recipients to review. **What do you dislike about Board Intelligence?** I find the process of adding people to the circulation list unclear and could use a better explanation for new users on what happens when a board pack is published on Board Intelligence. It would be helpful to have a tab within the board pack edit version that shows who the pack will be visible to when published and the ability to add new recipients. **What problems is Board Intelligence solving and how is that benefiting you?** I use Board Intelligence to securely circulate board packs, enhancing security and accessibility. It improves efficiency in sending materials to multiple recipients and managing version control. The intuitive interface makes board papers easier to review and consolidates them into a singular PDF for simplicity. ### 6. Very helpful platform for compiling Board Packs **Rating:** 5.0/5.0 stars **Reviewed by:** Bruna B. | Executive Assistant to MD and General Counsel, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Board Intelligence?** Board Intelligence simplifies the whole Board Pack experience - from Agenda creation to pulling whole packs together. Nothing is forgotten! Customer Support is also exceptional - any issues are dealt with immediately and in layman's terms, therefore very easy to understand. BI is also very user friendly - I quite appreciate that there's no need to renumber agenda items as number reformatting can be a pain...! **What do you dislike about Board Intelligence?** I can't think of any dislikes at the momemt...! **What problems is Board Intelligence solving and how is that benefiting you?** Negates the need to create new Agendas and packs from scratch and having to remember to include different papers from various members of the Board - this in itself is s huge time saver **Official Response from Lewis Morley:** > Hello Bruna, Thank you very much for you kind words, I will pass along your feedback to our support team, this will make their day! I am also very happy to read that you are having such a positive experience on the portal and that the creation of agendas and packs has become a simpler process. We welcome all feedback so please do keep us updated on your future experiences. Wishing you all the best, The BI Team. ### 7. Board Intelligence Streamlines Governance and Saves Time **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy H. | Corporate governance officer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2026 **What do you like best about Board Intelligence?** Board Intelligence is widely valued because it streamlines governance work, enhances board effectiveness, and saves significant time for governance teams. **What do you dislike about Board Intelligence?** Nothing so far however I would like enhancements on the minutes drafting **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence helps solve several governance and administrative challenges by streamlining the preparation of agendas, board packs, and minutes, reducing the significant time traditionally spent on manual compilation and version control. It also improves the quality and clarity of board papers through its AI‑supported tools, which enhance reporting and decision‑making material. The platform strengthens security by providing an ISO‑accredited, centralised board portal for confidential documents, while its intuitive interface and offline access make it easier for directors to prepare for meetings. In addition, it unifies fragmented governance processes—such as evaluations, e‑signatures, report writing, and meeting planning—into one system, leading to more consistent governance and smoother workflows. Finally, its highly responsive support team and user‑friendly design reduce operational stress and improve overall board effectiveness. **Official Response from Lewis Morley:** > Hey Cindy, Thank you for such a positive and detailed review. We’re really pleased to hear that Board Intelligence is helping streamline governance processes, improve the quality of your board materials, and save significant time for your team. It’s also great to know the platform’s security, AI-supported tools, unified workflows, and intuitive design are strengthening board effectiveness and reducing operational pressure. We really appreciate your feedback on your minutes drafting experience. Continued development in this area is very much on our radar, and input like yours helps us prioritise areas for improvement that will have the greatest impact for our users. Thank you again for your trust and support. All our very best, The BI Team. ### 8. Effortless Access, Needs Navigation Tweaks **Rating:** 4.0/5.0 stars **Reviewed by:** Elaine C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Board Intelligence?** I like that Board Intelligence is easy to use, and all the information is in one secure area. I appreciate the agenda function, as it's easy to access and navigate through board papers. The initial setup was very easy too. **What do you dislike about Board Intelligence?** Moving from page to page can be a bit cumbersome. I like to use the arrows on my keyboard, but it doesn't always work very well. It's just a bit slow. It scrolls down instead of just moving from page to page. When I click the down arrow, I would like it to move to the next page unless the view is so high that I can't see the full page. Maybe it could be an option for how people would like to scroll using the arrows, whether they would like to scroll or just move from page to page. **What problems is Board Intelligence solving and how is that benefiting you?** I use Board Intelligence to easily access and view secure board packs before meetings, and it's easy to use with all the information in one secure area. **Official Response from Lewis Morley:** > Hello Elaine, Thanks for taking the time to share your feedback. It is great to hear that having everything in one secure place and being able to quickly access agenda items and board papers is working well for you, and that the initial setup felt straightforward. We appreciate your comments around navigation and the keyboard arrow behaviour. Just to highlight, the scroll settings can actually be adjusted within the settings menu, where you can choose between horizontal and vertical scroll options. This may help tailor the experience more closely to how you prefer to move through documents. As you continue using the platform, please do keep us updated with any further experiences or observations. It really helps us understand how the system is working in practice and where we can continue to make it even better. All our very best, The BI Team. ### 9. Efficient and User-Friendly with Quick Support **Rating:** 4.5/5.0 stars **Reviewed by:** Jake G. | Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Board Intelligence?** I appreciate Board Intelligence for saving me time by eliminating the need to use Adobe to create packs, and I find the AI function useful in preparing a first draft of minutes. I like the look of the platform and the simplicity of the user experience. The back office/help team responds and resolves issues quickly. Saving time on simple tasks is essential to focus more on value-add tasks. Also, as far as I've heard, the initial setup process was fairly simple. **What do you dislike about Board Intelligence?** I have no issues with the platform per se, other than the accuracy of drafting via AI, which I know will improve over time. **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence saves time by eliminating the need for Adobe to create packs and offers an AI feature for drafting minutes. It helps me focus on value-added tasks, and I appreciate the simple user experience and quick support team responses. **Official Response from Lewis Morley:** > Hello Jake, Thanks for taking the time to share your feedback. It is great to hear that the platform is helping save time in putting packs together, and that the AI assisted drafting is already useful in getting a first version of minutes in place. It is also really positive to hear that the simplicity of the experience and responsiveness of the support team are making a difference to your day to day work. On the point around drafting accuracy, this is something we are continually improving. Our AI capability is evolving quickly, and you should see steady improvements over time as we refine our internal models and how they are applied. As you continue using the platform, please do keep us updated with your experience. It really helps us understand where things are working well and where further improvements will have the most impact. All our best, The BI Team. ### 10. Superb Tool for Secure, Effortless Board Paper Management **Rating:** 5.0/5.0 stars **Reviewed by:** James R. | Chair, Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2026 **What do you like best about Board Intelligence?** It is a superb tool for disseminating Board Papers, reviewing them and increasingly to use AI tools to interrogate them and ensure Directors are fully appraised of current and historical perspectives. It is secure and easy to use and provides the ability to access historical papers and minutes with ease. **What do you dislike about Board Intelligence?** The ability to use AI tools to maximise the data available is still improving - and I look forward to making better use of this in the future. The messaging system and annotation process is a little clunky and lacks flexibility/functionality but it is still usable. **What problems is Board Intelligence solving and how is that benefiting you?** Ensuring that Directors have timely and secure access to Board Papers, are able to review and annotate those papers, share comments with others, and use them effectively in Board Meetings in order to be fully prepared and informed. Increasingly, the AI tool is enabling people to quickly access past information without undue time searching, which is incredibly helpful **Official Response from Lewis Morley:** > Hello James, Thank you for taking the time to share such a thoughtful and detailed review. We’re delighted to hear that Board Intelligence is proving to be a user friendly effective tool, helping you to make more informed discussions at the Board level. It’s especially encouraging to know that our AI capabilities are already helping your team to save time. We also really appreciate your candid feedback. You’re absolutely right that we’re continuing to enhance our AI tools to help users get even greater value from their data, and it’s great to hear you’re looking forward to making more use of this as it evolves. Ongoing development in this area is a major focus for us. Thank you as well for highlighting your messaging and annotation experience. Feedback like this is invaluable and helps inform our product roadmap as we work to make collaboration more intuitive, flexible, and seamless. We’re grateful for your partnership and are committed to continuously improving the platform to better support you and your Board. All our very best, The BI Team. ### 11. User-Friendly Platform with Stellar Support But Pricey **Rating:** 4.5/5.0 stars **Reviewed by:** Ellie D. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Board Intelligence?** I think the platform is extremely user-friendly from a back-end perspective. I find the individuals who work for Board Intelligence to be extremely responsive, very approachable, and extremely eager to support you with any issues from a technology perspective. They're also helpful in driving productivity or innovation in your business. **What do you dislike about Board Intelligence?** I think the biggest barrier to utilizing more of the Board Intelligence features is, unfortunately, cost. At the moment, the package means that we are charged per user for access. I think if we were to utilize Board Intelligence to its fullest extent in our business, we would want to drive the use across all our departments through senior executives and down. That would be quite pricey for our businesses. The cost would be based on per individual user, which is something that if it could be reviewed, we'd definitely try our appetite further. **What problems is Board Intelligence solving and how is that benefiting you?** I use Board Intelligence to streamline creating board packs and agendas, which makes it easy for directors and attendees to access information. ### 12. Efficient Platform with Room for Growth **Rating:** 5.0/5.0 stars **Reviewed by:** Karin C. | Receptionist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Board Intelligence?** I use Board Intelligence for creating meeting papers. It saves me a significant amount of time when collating and publishing papers. I find the whole platform really effective, even though I'm using the basic version. The ability to find papers is very useful, and I have a library going back 6 years. The use of links is also very useful. The initial setup of Board Intelligence was very easy. **What do you dislike about Board Intelligence?** I don't like that the agenda planner is not available in the basic version. The ability to move documents within shelves would also be helpful to avoid repeat uploading. **What problems is Board Intelligence solving and how is that benefiting you?** I use Board Intelligence for creating meeting papers, saving significant time. It helps me find papers easily with a six-year library. ### 13. Useful Navigation and Meeting Breaks, but Annotations Can Be Lost on Updates **Rating:** 3.5/5.0 stars **Reviewed by:** Leeanne V. | Corporate Governance Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Board Intelligence?** I find the tabs for moving around the board pack very useful, especially when the pack is large. The breaks feature is also helpful for longer meetings. I’m looking forward to using the new action tracker, and I like that I’ll be able to assign actions and monitor them. **What do you dislike about Board Intelligence?** If directors have added comments or annotations to the board pack and that report is later replaced with a new version, those annotations are lost. **What problems is Board Intelligence solving and how is that benefiting you?** The action tracker and the AI-generated minutes help me actively manage what’s being requested, as well as the time spent on minutes. **Official Response from Annie Jankowski:** > Thank you for taking the time to review Board Intelligence. I'm so happy to hear that you're saving time with our AI-Generated Minutes. We're excited for you to use action tracker as well! Our agenda builder is designed to support seamless paper updating, including retaining annotations when a paper is replaced. I'll reach out to you directly to touch base on your feedback. ### 14. Easy to use and exceptional support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** June 14, 2023 **What do you like best about Board Intelligence?** The ease of creating agendas, drag and dropping documents into the portal, moving order of items and amending dates/times etc. It's easy to create/duplicate packs, move between shelves, everything is just so clear and set out well. The App is very easy to use, being able to see the agenda and go straight to that item is helpful. **What do you dislike about Board Intelligence?** Formatting, with multiple presenters the names get split and I can't change this. You also can't see all of the speakers within the App. **What problems is Board Intelligence solving and how is that benefiting you?** Being able to share board packs containing hundreds of pages and having the knowledge that they are secure and we can restrict people from downloading the papers. Our board members are happy using the app, it is straight forward to use. **Official Response from Lewis Morley:** > Thanks for such a detailed review, it’s really appreciated. It’s great to hear that putting together board packs feels straightforward and efficient, and that the app is helping your board members quickly find what they need while keeping everything secure, that combination is exactly what we aim for. We also appreciate you raising your experience around presenters and visibility in the app. I would like to better understand how this is effecting your use of the BI portal and what we can do to help address this and would ask for you to reach out to our support team to provide some clarity here as it is something we can pass on to the team for consideration as we continue to improve the experience. As you continue using the platform, we’ll keep evolving it alongside customers. Regular updates and improvements are a big focus for us, and your feedback plays an important role in shaping what comes next. All our very best, The Bi Team ### 15. Easy Pack Sharing and Distribution for Any Meeting **Rating:** 5.0/5.0 stars **Reviewed by:** Emma C. | Legal and Co-Sec Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2026 **What do you like best about Board Intelligence?** I love how it allows for shared use of packs and the ease of contributing and distribution of packs for any meeting. It is easily accessible for users no matter their tech skills lays out packs in a uniformed and easy to read manner. **What do you dislike about Board Intelligence?** I often notice a couple bugs regarding the scrolling function of unpublished board packs but that is easily managed. **What problems is Board Intelligence solving and how is that benefiting you?** It allows for mass communication to all those involved with the meeting and makes managing the packs and who adds to the packs a lot easier than depositing every pack received to certain agendas. It was easy to introduce to board members and has made Board season a lot less stressful. **Official Response from Lewis Morley:** > Hello Emma, Thank you for such a thoughtful review. We’re so pleased to hear that Board Intelligence is making meeting preparation smoother for you and that its user friendly nature has been so well received by tech users of all levels, this is exactly the experience we aim to deliver. Thank you as well for flagging the scrolling issue with unpublished packs. Feedback like this helps us continue improving the experience, it is worth keeping in mind that our support team is on hand 24/7/365 to investigate and resolve any issues quickly should you encounter them; I would be very keen to speak with you about the bug you have mentioned to see if we can get this resolved. Please do reach out to our support team to discuss this. It’s especially rewarding to hear that Board Intelligence has made board season less stressful. Supporting smoother, more coordinated governance processes is what we’re here for. Thank you again for sharing your experience. All our very best, The BI Team. ### 16. Streamlined Board Meetings, Needs Integration Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Carina S. **Reviewed Date:** February 18, 2026 **What do you like best about Board Intelligence?** I like that Board Intelligence is all online, making it easier to distribute board packs, read and review them, and refer to prior ones. It's easy to use, and I appreciate the intuitive shelf layout. Plus, past packs being saved is a helpful feature. **What do you dislike about Board Intelligence?** I would like it if DocuSign were integrated and there should be a section to add attendees, including whether they are joining remotely or physically and their titles. I currently handle this by creating a Word document in the options section as a cover page. The initial setup was a bit tricky because we were confused about whether our IT should handle it, or if it was up to Board Intelligence or a colleague. **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence eliminates the need for printing documents, makes distributing, reading, and reviewing board packs easier, and allows easy reference to past packs. I like the intuitive, online shelf layout. **Official Response from Lewis Morley:** > Thank you so much for your thoughtful feedback, we’re delighted to hear that Board Intelligence is making board pack distribution and review easier for you and that Board Intelligence as a whole is benefiting you in practice. We also really appreciate your constructive suggestions in relation to DocuSign and a dedicated section for attendees. Feedback like this directly informs how we continue to improve the platform, I will be sure to raise this with our product team. We’re sorry to hear the initial setup felt unclear. That’s certainly not the experience we want for our users. We’ll use your feedback to help make setup guidance clearer for future clients. Thank you again for taking the time to share your experience, we truly appreciate it and are glad Board Intelligence is supporting your board processes. Wishing you all the very best, The BI Team. ### 17. User-Friendly Portal with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Board Intelligence?** I really appreciate how Board Intelligence makes it quick and easy to prepare agendas and meeting packs and circulate them securely. I've used several board portals over the years, and I find Board Intelligence to be the most user-friendly for both administrators and readers. Their support team is second to none and responds quickly whenever I need assistance. It's telling that we've been using Board Intelligence for over 10 years, despite the presence of many competitors. The initial setup was incredibly easy, and I value that immensely. **What do you dislike about Board Intelligence?** There's nothing I dislike, but I suppose a reduction in price would always be welcome! One day I would love to see an action tracker tool. **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence makes it quick and easy to prepare agendas and meeting packs and circulate them securely to the people who need them. **Official Response from Michael McPherson:** > Thank you for your positive review of Board Intelligence. We're thrilled to hear that you find our platform user-friendly and our support team helpful. Our aim is to provide a simple yet sophisticated platform for compiling board and committee agendas efficiently and accurately; if you have any questions or suggestions please don't hesitate to reach out. Thank you again for your feedback. Best wishes, the BI team ### 18. Easy to Use with a Simple, Clearly Organized Interface **Rating:** 5.0/5.0 stars **Reviewed by:** David S. | Manager - Delegate Oversight, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2026 **What do you like best about Board Intelligence?** Its really easy to use. The interface is laid out simple and the packs are named correctly and easy to distinguish. **What do you dislike about Board Intelligence?** Not much really. Maybe the icons could be smaller on the library page. **What problems is Board Intelligence solving and how is that benefiting you?** Really helpful in sourcing the different reports needed to do my job. Saves alot of time reaching out to the Admin & Depos for the reporting. Getting an email to notify me that a pack has been uploaded is really helpful as any issues on the reporting can be dealt with it real time. **Official Response from Lewis Morley:** > Thanks so much for your feedback, we really appreciate you taking the time to share your experience! It’s great to hear that you’re finding the platform easy to use and that the layout and naming of packs are working well for you. Making information clear and accessible is a big priority for us, so it’s good to know that’s coming through. It’s especially encouraging to hear how much time you’re saving by being able to access reports directly, and that the upload notifications are helping you stay on top of things in real time. That’s exactly the kind of efficiency we aim to deliver. Thanks again for your thoughtful feedback! All our very best, The BI Team. ### 19. Intuitive, Easy-to-Use for Board Packs **Rating:** 5.0/5.0 stars **Reviewed by:** Fabianna D. | Company Secretarial Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2026 **What do you like best about Board Intelligence?** I really like Board Intelligence because it is super easy to use. It has a very customer-friendly interface, which makes it very intuitive for me. It's super easy and quick to get everything done. Learning it was a breeze, and even the two-factor authentication was really easy to set up. **What do you dislike about Board Intelligence?** Nothing I outwardly dislike, but it would be useful to be able to be able to get minutes signed by the chair directly in BI **What problems is Board Intelligence solving and how is that benefiting you?** I use Board Intelligence for building board and committee meeting packs. It's very intuitive and customer-friendly, making it super easy and quick to get everything done. ### 20. Streamlined Board Management and Effortless Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher S. | Clinical Safety Officer, Enterprise (> 1000 emp.) **Reviewed Date:** November 10, 2025 **What do you like best about Board Intelligence?** We use Board Intelligence to consolidate all our papers for the North Area Quality Sub-Committee. This has made our processes much smoother and more efficient, saving us time and cutting down on the back-and-forth typically involved in meeting preparation. With everything stored in a single location, board members can easily access the documents they need and keep up to date. Overall, Board Intelligence has significantly improved the way we share information and manage our papers, enhancing communication and governance throughout the board. **What do you dislike about Board Intelligence?** I have a few minor dislikes, mostly related to cosmetic aspects. For instance, when formatting papers and agendas, the layout and fonts occasionally shift, requiring some additional adjustments before the documents are finalized. However, these are only small inconveniences and do not detract from the overall advantages of using the system. **What problems is Board Intelligence solving and how is that benefiting you?** The NHS is currently facing a difficult financial climate, with increasing demands to provide high-quality care while making the most of limited resources. Board Intelligence contributes to meeting these challenges by cutting down on wasted time and enhancing the efficiency of how we prepare and distribute information. By streamlining the process of compiling documents and standardising the presentation of information, the app makes it easier to bring together quality and performance data from across the NHS and share it promptly. This leads to clearer reporting for quality committees and helps uphold strong governance, all while reducing unnecessary administrative expenses. **Official Response from Lewis Morley:** > Hello Christopher, Thank you for sharing such a detailed review of your experience with Board Intelligence. It’s fantastic to hear how the platform has streamlined the consolidation of papers and improved efficiency in meeting preparation. Having everything stored in one location certainly makes it easier for board members to access their vital documents. Your insights into how Board Intelligence have helped to navigate the challenges faced by the NHS are particularly compelling. In a climate of financial constraints and increased demands for quality care, tools that enhance efficiency and communication are invaluable and I am joyed to know that BI is playing a crucial role here. I appreciate your points about minor cosmetic issues, like formatting shifts. While I understand those can be frustrating, it’s great to know they don’t overshadow the overall benefits you’ve experienced with the system, with that said I would like to understand if there is a way we can improve in these areas to provide a better user experience, as such I would ask if you could reach out to our team to discuss these needs. Thank you very much for sharing your perspective, it highlights both the strengths of Board Intelligence and the tangible benefits it offers in a demanding environment. Please do stay in touch as we would love to hear more on your experiences with Board Intelligence as we grow with you. Wishing you all our best, The Bi Team. ### 21. Intuitive, Easy Setup for Publishing and Managing Readers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Board Intelligence?** Nice and intuitive to use. Easy to set up and publish packs, and maintain all readers. Customer service is always excellent. **What do you dislike about Board Intelligence?** Bit more flexibility would be appreciated - eg able to select and delete multiple agenda items if i have copied an agenda but dont need them all. Also the colouring is not to everyone's taste - a little washed out and lots of black on white / grey. i also find that loading powerpoint documents is not always perfect (can change the font style) and tend to save them first as pdfs **What problems is Board Intelligence solving and how is that benefiting you?** Really good conduit for making important documents and meeting papers available to Board members, as well as to the executive. Readers comment often on the ease of use of the product, whether on PC or iPad. **Official Response from Lewis Morley:** > Thanks so much for your feedback—we really appreciate you taking the time to share it. It’s great to hear that you find the platform intuitive and easy to use, especially when it comes to setting up packs and managing readers. And we’re really pleased the customer support team continues to make a positive impression. Your suggestions around flexibility are really helpful. Being able to bulk select and remove agenda items is a great example of where small changes could make a big difference to efficiency, I will be sure to pass this along to our product team for consideration. It’s great to hear that the platform is working well as a central place for sharing board and executive materials, and especially that your readers are finding it easy to use across devices, that’s exactly what we’re aiming for. Thanks again for sharing such thoughtful feedback. Wishing you all the very best, The BI Team. ### 22. Efficient Platform with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Laetitia S. | Senior Corporate Secretary, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Board Intelligence?** What I like most about Board Intelligence is the combination of an intuitive, user-friendly platform and an outstanding support team. The tool simplifies document management and board preparation, while the support team is always available, quick to respond, and incredibly helpful. **What do you dislike about Board Intelligence?** There’s very little to dislike about Board Intelligence, but occasionally the interface can feel a bit rigid, and some actions require multiple steps when they could be simplified. However, these are minor points compared to the overall efficiency and reliability of the tool. **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence helps streamline the creation, review, and distribution of board and committee materials. It eliminates the inefficiency of managing multiple document versions, lengthy email chains, and manual updates. By centralising everything in one secure and user-friendly platform, it saves significant time and ensures everyone is working from the latest information. It also improves governance and transparency, making board communication more effective and traceable. **Official Response from Lewis Morley:** > Hello Laetitia, Thank you for your thoughtful review of Board Intelligence! We're thrilled to hear that you have found our intuitive platform so user-friendly and the dedication of our support team has been well received. We're also glad to see that our features are helping to streamline many of your processes while improving transparency for your board communications. Your feedback regarding the interface is valuable, and we’re always striving to enhance user experience, we would love to gain some more detail to better understand your experience so please do reach out to our support team who may be able to simplify some of these steps. Wishing you all the best, ### 23. User-Friendly with BI Support **Rating:** 4.0/5.0 stars **Reviewed by:** Sornkanchat R. | Senior Corporate Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Board Intelligence?** I like the user-friendly interface of Board Intelligence. I also appreciate the supportive and responsive teams, who are very helpful and get things done swiftly. The initial setup is very easy, which I find quite beneficial. **What do you dislike about Board Intelligence?** I think that a user should be able to have more rights to do stuff by ourselves. Maybe we can also upload a video or a clip that is not only PDF format or Word, but more like MP4 and stuff like that, which will be very useful. **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence helps with organizing bookshelves, correcting names, and rearranging content swiftly. Their responsive and helpful team ensures tasks are completed quickly for our board meetings. **Official Response from Lewis Morley:** > Hello Sornkanchat, Thank you for such thoughtful feedback, we really appreciate you taking the time to share your experience so far with BI. It’s great to hear that you’re finding the platform user friendly and that the setup process has been smooth from the start. We’re also especially pleased that our team has been supportive and responsive, its certainly something we put a lot of emphasis on, so it’s wonderful to see that reflected in your experience. We appreciate your comments around users access, at present we have a wide range of access levels that grant varying controls on the platform however as we release future features the ability to give users more flexibility and control is something we will continue to review. On the file upload side, our system does handle a variety of different formats as well as allowing the use of hyperlinks to any additional media that may be required, that said your suggestion about supporting additional formats like MP4 is interesting. If you have any specific use cases in mind for how you’d want to use video or other file types, we’d love to hear more a. it would really help inform how we think about future improvements in this area. Thanks again for your detailed feedback, it’s incredibly helpful as we continue to improve the platform. All our very best, The BI Team. ### 24. Easy to use Board Paper Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Board Intelligence?** The interface is extremely easy to use and navigate. The various options for uploading and replacing board papers are very efficient, and they make the overall process feel smooth and straightforward. **What do you dislike about Board Intelligence?** I think there should be another option for moving documents between tabs. **What problems is Board Intelligence solving and how is that benefiting you?** It helps speed up the process of compiling a board report. It also makes editing board reports easier and helps directors keep track of the board reports. Even when there is a last minute additions or edits the software is easy to use and seamless **Official Response from Lewis Morley:** > Thanks for taking the time to share your feedback. It is great to hear that the interface feels easy to navigate and that uploading, replacing, and updating board papers is helping to keep the whole process smooth and efficient. It is also really positive to hear that it is helping speed up report compilation and making last minute changes easier to manage while keeping directors up to date. We have noted your feedback around moving documents between tabs. If you would like, please do get in touch with our team as we can share some practical tips and best practice on managing documents and packs that may help make this even easier in your day to day use. As you continue using the platform, please keep us updated on your experience as it evolves. Your feedback really helps us understand how the product is working in practice and where we can continue to improve it. All our very best, The BI Team. ### 25. Effortless Document Management with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Steve M. | Group Manager - Town Centre Management at Knowsley Council, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Board Intelligence?** I really appreciate the ease of receiving confidential reports and accessing papers for each agenda item. It's also very easy to click in the agenda to find the relevant papers, which is a major convenience. The Comment tool is something I use and value a lot. Additionally, the initial setup was very easy with the supplied initial login details. **What do you dislike about Board Intelligence?** Zoom control could be improved to be more granular. **What problems is Board Intelligence solving and how is that benefiting you?** I find Board Intelligence makes it easy to receive confidential reports and access papers for each agenda item effortlessly. **Official Response from Lewis Morley:** > Thanks so much for sharing your experience, it’s great to hear how smoothly things have been working for you. We’re really glad the platform is making it simple to access papers and navigate through agenda items, that ease of use is exactly what we aim for. It’s also good to hear the comment feature has been useful in your workflow, and that getting started was straightforward from day one. We appreciate the note on zoom controls as well, this is something we can certainly take on board as we continue to refine the experience however with that said I would like to recommend that the devices zoom function can also be used in tandem with the built in app zoom allowing a better tailored control. Thanks again for taking the time to leave a review. All our very best, The BI Team. ### 26. Intuitive Portal and Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Maritime | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Board Intelligence?** Board Intelligence is a very intuitive system which has received very positive feedback from our Board members over the years. The e-signature function has made signing our minutes a much more efficient process. Their customer support is brilliant and any issues or questions are addressed quickly. **What do you dislike about Board Intelligence?** Any add-on features, such as Insights, come with a relatively significant additional cost however the core portal provides everything we need so this is not a major issue for our organisation. **What problems is Board Intelligence solving and how is that benefiting you?** The team at Board Intelligence regularly release new functions as part of their core portal which is great, and they really seem to listen to customer feedback to address any suggested improvements to the system such as adding additional columns to the agenda. **Official Response from Lewis Morley:** > Thanks for taking the time to share such a thoughtful review, it’s great to hear how well the platform is working for you and your Board. We’re especially pleased that the ease of use has landed well with your Board members and that features like e-signatures are helping streamline your processes. It’s also fantastic to hear our support team has been there when you’ve needed them in such a responsive way. We appreciate your note on feature pricing, we’re always looking at how we can ensure everything we offer delivers clear value ensuring the best returns for your investment. Really good to hear that the regular updates and responsiveness to feedback are making a difference as well, our product team will be glad to know it’s being felt in practice. Wishing you all the very best, The BI Team. ### 27. Secure, confidential and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Board Intelligence?** Very easy to use and works across multiple devices. Also enables me to use for multiple organisations with no confusion. The ability for administrators to update packs and for me to still retain my annotations is excellent. **What do you dislike about Board Intelligence?** Tiny point - Be good if the timeout is automatically set to 3 hours - I always forget to change it. **What problems is Board Intelligence solving and how is that benefiting you?** One confidential, secure location for board papers and related documentation. Easy to update from an admin side and easy to annotate for board members and share comments across some or all users, if wanted. Also offers a easily searchable repository for all past documents. **Official Response from Lewis Morley:** > Thanks for taking the time to share your feedback. It is great to hear that the platform is working smoothly across devices and organisations, and that being able to keep annotations while administrators update packs is proving useful. It is also really positive to hear that having a single secure, searchable place for all board materials is helping with both access and collaboration. On your point about the timeout setting. A simple tip that some users find useful is setting it as part of their initial login routine so it becomes a quick habit rather than something to remember later. We will also take that feedback on board as we continue to look at ways to make session settings more intuitive. Going forward, it would be great to stay in touch and hear how your experience develops, especially if anything new comes up that we can help with or improve further. All our very best, The BI Team. ### 28. Streamlined Meeting Management with Minor UI Improvements Needed **Rating:** 4.0/5.0 stars **Reviewed by:** Colin n. **Reviewed Date:** December 01, 2025 **What do you like best about Board Intelligence?** I greatly appreciate Board Intelligence for its ability to centralize the storage of board packs, which significantly eases access and eliminates the need for constant emails. The platform makes it straightforward to download important documents, which enhances productivity and ensures I have what I need without hassle. I find the system’s ability to clearly display meeting dates particularly beneficial, as it helps me stay organized and manage upcoming meetings effectively. Additionally, logging into Board Intelligence is very straightforward, making the initial setup a smooth experience. **What do you dislike about Board Intelligence?** I find the landing page a bit busy, making it visually overwhelming. It could better highlight the meeting that is due next, improving the ease of navigating urgent tasks. **What problems is Board Intelligence solving and how is that benefiting you?** I use Board Intelligence to centralize board pack storage, eliminating constant emails and allowing easy download, while keeping track of upcoming meetings effortlessly. **Official Response from Lewis Morley:** > Hello Colin, Thank you for your thoughtful review! We’re thrilled to hear that Board Intelligence has significantly improved your experience with our centralised storage and has helped to enhance productivity. It's great to know we are making a valued difference in your organization and meeting management. We appreciate your feedback regarding the landing page. Your insights are increadably valuable to us. We are continually working to enhance our user experience to make it more intuitive and user-friendly and we'll certainly take your suggestion about highlighting upcoming meetings into consideration for future releases. Thank you for being a part of the Board Intelligence community! If you have any more feedback or suggestions, please do reach out. All our very best, The BI Team. ### 29. Easily Extract Packs, Simple and Efficient **Rating:** 3.5/5.0 stars **Reviewed by:** cian f. | Delegate Oversight, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2026 **What do you like best about Board Intelligence?** Easily Extract packs which makes our job as a team more efficient. **What do you dislike about Board Intelligence?** there isn't much i dislike about Board Intelligence but perhaps the interface could be improved. **What problems is Board Intelligence solving and how is that benefiting you?** we are easily able to extract packs which makes our job as a team more efficient. **Official Response from Lewis Morley:** > Hello Cian, Thank you for sharing your feedback, we’re really glad to hear Board Intelligence is helping your team work more efficiently. It’s great that the ability to easily extract packs is making a meaningful difference to your workflow. Helping teams save time and collaborate more effectively is exactly what we’re aiming to do, so it’s good to know that we are hitting the mark here. We also appreciate your comment about the interface. We’re always looking for ways to improve the user experience, so if you’re open to sharing a bit more detail on what is and isn't working for you that would be really helpful as we move forward. Thanks again for taking the time to share your thoughts, it really helps us continue to improve. All our very best, The BI Team. ### 30. Effortlessly Streamlines Board Pack Creation **Rating:** 5.0/5.0 stars **Reviewed by:** Emma R. | Assistant Company Secretary **Reviewed Date:** March 31, 2026 **What do you like best about Board Intelligence?** I find Board Intelligence very quick for putting together a pack and easy to distribute to Board members. I like the ease of creating an agenda and that it's user-friendly. The process of creating accounts and inviting others to use Board Intelligence makes work quicker and easier. **What do you dislike about Board Intelligence?** N/A **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence helps me quickly assemble and distribute board packs, simplifies agenda creation, and is user-friendly. It makes work quicker and easier, including creating accounts and inviting others. **Official Response from Lewis Morley:** > Hello Emma, Thanks for your feedback, it’s great to hear how well the platform is working for you. We’re really glad that creating packs, building agendas, and inviting users all feel quick and straightforward. Making those core tasks faster and easier is exactly what we aim to deliver, so it’s great to see that is being realised with your experience. Thanks again for sharing your thoughts, please do keep us updated as you continue to use BI! All our very best, The BI Team. ### 31. Board Intelligence Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Board Intelligence?** Board Intelligence is very user friendly. The Board Intelligence support team are very quick to respond to queries, are very helpful and do their best to resolve any issues. **What do you dislike about Board Intelligence?** I think there should be a way to give people access to certain packs only within a given shelf, rather than having to give them historical access and then remove their access rights to individual historical packs - this is time consuming. **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence is more user friendly than our previous software provider, and easier for Board members to access. **Official Response from Lewis Morley:** > Thanks so much for sharing your thoughts, feedback like this is very important to us. We’re really glad to hear that Board Intelligence is easy to use and that our support team has been quick and helpful whenever you’ve needed them. It’s always nice to know we’re making things easier for you even when things don't go to plan. It’s also great to hear that Board Intelligence feels more user, friendly than your previous software and that it makes life easier for your Board members. That’s exactly what we’re aiming for! Your point about being able to give access to specific packs within a shelf in place of full historical access is something that we are aware of that can be a thorn in the side, however we hope this will be addressed in future updates, however until then, our support team are always happy to assist with any changes or user setups that you may require. Thanks again for taking the time to give us this feedback. All our very best, The BI Team. ### 32. Easy to Use, Time-Saving Workflow with Competitive Pricing and Great Onboarding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Board Intelligence?** I find the tool very easy to use. It is very efficient to ask writers to prepare papers via the tool, chase them and have them upload directly. Saving a huge amount of time in having to send chaser emails. The pricing was very competitive and the support for onboarding has been very good **What do you dislike about Board Intelligence?** Integrating with our Okta verification was a little complicated. **What problems is Board Intelligence solving and how is that benefiting you?** It is saving time in sending chaser emails for papers. It is a great repository for keeping all board papers, minutes etc in one place which helps with audit requests and director induction. **Official Response from Lewis Morley:** > Thanks for taking the time to share your feedback. It is great to hear that the platform is helping streamline your workflow, particularly around requesting and chasing papers, and that having everything stored centrally is supporting both audits and director induction. It is also good to hear that onboarding and support have been positive for you. We appreciate your comments around the Okta integration. Setup and integration steps can sometimes require a bit of additional configuration depending on the environment, and our support team are always on hand to assist with any issues or difficulties in those areas to get everything running smoothly. As you continue using the platform, please do keep us updated with your experience. It really helps us understand where things are working well and where we can continue to improve. All our very best, The BI Team. ### 33. Quick and Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Board Intelligence?** Board Intelligence is an effective tool to download board reports. The interface is user friendly and provides a quick and clean way to download board reports. **What do you dislike about Board Intelligence?** The icons could be smaller and the dates should be presented based on the region the service is being used **What problems is Board Intelligence solving and how is that benefiting you?** It saves me reaching out the client directly, all reports are available in a centralised location **Official Response from Lewis Morley:** > Thanks for taking the time to share your feedback. It’s great to hear that accessing and downloading reports has been straightforward, and that having everything in one central place is saving you time. that’s exactly the kind of simplicity and efficiency we aim to deliver. We also appreciate your comments on icon sizing and regional date formatting. this is helpful to know as we’ll keep building on the user experience with regular updates and improvements, shaped by feedback like yours to better support your needs over time. Wishing you all the very best. The BI Team ### 34. Excellent Board meeting / pack software with full service support available **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Board Intelligence?** Some of the best things about using Board Intelligence is the ease of use, customer support and features available. **What do you dislike about Board Intelligence?** We had an issue with the scroll function being changed but this was resolved and we have had no other issues. **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence makes it easy to provide the papers to the Board members and attendees and maintain the packs for future reference. This is a much more secure way to distribute papers and maintain the records. **Official Response from Michael McPherson:** > Thank you for taking the time to review. It's great to hear your positive comments on our platforms' ease of use and features, which have improved the security and distribution processes around your board packs. Thank you so much for your continued support. Best wishes, The BI Team ### 35. Streamlined Board Processes with Enhanced Accessibility **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan G. | Manager **Reviewed Date:** October 11, 2025 **What do you like best about Board Intelligence?** I appreciate that Board Intelligence makes board papers more accessible and less cumbersome, improving efficiency. It’s lightweight compared to printed copies and has a solid layout with a useful bookshelf format that organizes information effectively. The search function enhances my workflow by helping me easily retrieve past discussions or agenda items. Adding virtual sticky notes to papers and sharing them with committee members is particularly useful for raising questions in advance of meetings. **What do you dislike about Board Intelligence?** I find the transition from physical to digital board papers challenging. Initially, I missed the tactile and visual sense of paper, where I could easily annotate with a pencil or pen. Also, the need to frequently change passwords for maintaining confidentiality was initially painful and cumbersome. I also initially resented having to spend even more time looking at a screen, as I already spend a lot of time on digital devices. **What problems is Board Intelligence solving and how is that benefiting you?** I find Board Intelligence streamlines board paper preparation, making it more efficient and accessible. It centralizes documents for easy search and note-sharing, facilitating better meeting preparation and collaboration. **Official Response from Lewis Morley:** > Hello Jonathan, Thank you for your thoughtful feedback! We’re delighted to hear that Board Intelligence is meeting your needs and that the feature we offer have been well received. We understand that transitioning from physical to digital board papers can be challenging however we like to think that by using digital packs you are not only saving paper helping to support a green approach but also benefiting from the strong security features the platform offers helping to manage confidentiality effectively. If you have any questions or need assistance, our support team is on hand 24/7/365 to help with any aspects of your experience. We appreciate your insights and would love to hear any further thoughts you may have! All our best, The BI Team ### 36. Excellent Training and Outstanding Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.) **Reviewed Date:** November 24, 2025 **What do you like best about Board Intelligence?** Excellent training on communicating to Board members and senior corporate leaders. Taking the Board Intelligence training changed the way I thought about writing and presenting to our Board, and I've shared those insights with my team members over the years. I've also found the Board Intelligence service team to be highly responsive and helpful. **What do you dislike about Board Intelligence?** The ideal collaboration probably has everyone working within Board Intelligence, which can introduce complications if you have a lot of collaborators on a paper across your company. **What problems is Board Intelligence solving and how is that benefiting you?** There is an art and science to communicating effectively with a Board, and these are not things that are commonly taught in typical corporate training. Board Intelligence provides a one-stop-shop to learn the "theory" and then use tools specifically geared toward creating effective Board communications. **Official Response from Lewis Morley:** > Thank you very much for your thoughtful review! We're thrilled to hear that the Board Intelligence training has positively impacted your approach to communicating with Board members and senior leaders. We take pride in equipping our users with both the theoretical knowledge and practical tools needed for effective Board communications. Thank you also for raising your concerns, I can assure that Board Intelligence is very much geared towards collaboration, with our annotations feature, the power to collaborate with as many or as few fellow readers puts the freedom in your hands while allowing you to retain control. Should you wish to discuss best use cases and how annotations can work for you please do give our support team a call and they will gladly give you some helpful pointers. I am very happy to hear your experience with our service team's has been so well received, we strive to support our users every step of the way, so if things do go wrong you can rest assured there will always be someone on hand to help. We look forward to continuing to support you and your team into 2026. All our very best, The BI Team. ### 37. Quick, Easy Login and Simple Board Pack Access **Rating:** 5.0/5.0 stars **Reviewed by:** David S. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Board Intelligence?** Logging in is quick and easy, and it’s simple to find the board pack you’re looking for. **What do you dislike about Board Intelligence?** The icons and overall interface could be a bit more user-friendly, and the date display could be simpler and more straightforward. **What problems is Board Intelligence solving and how is that benefiting you?** There are fewer interactions needed with the client, and I can get board packs in real time. **Official Response from Lewis Morley:** > Hello David, Thanks for sharing your feedback. It’s great to hear that getting into the platform and finding the right board pack is quick and straightforward, and that having real time access is reducing the need to go back and forth, that’s exactly the kind of experience we aim to provide. We also appreciate your thoughts on the interface and date display. This is really helpful as we focus on ways to improve usability. As you spend more time with the platform, we would love to hear more on how your experience may change so please do keep us updated. All our very best. The BI Team. ### 38. Board intelligence, a better option **Rating:** 4.0/5.0 stars **Reviewed by:** Gulam Moinuddin C. | IT-Procurement Assistant, Construction, Enterprise (> 1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Board Intelligence?** Board Intelligence is a effective platform designed to assist forums and management groups make smarter, faster choices by using transforming the manner facts is prepared and shared. It streamlines the advent of board packs, ensuring they're concise, centered, and aligned with strategic priorities. With tools that promote higher governance, clearer reporting, and extra meaningful conferences, Board Intelligence permits businesses to elevate boardroom discussions and pressure better results. Its intuitive interface and emphasis on decision-prepared content material empower directors and executives to attention on what actually topics strategy, risk, and overall performance instead of sifting via immoderate or unfocused documentation. **What do you dislike about Board Intelligence?** Although board intelligence provides numerous advantages, some individuals may encounter limitations or difficulties when using certain features. The platform's structured approach to report writing, intended to improve clarity, may feel constraining for teams accustomed to more flexible or narrative writing styles. Furthermore, the initial setup and onboarding process may demand a substantial amount of time, especially for organizations that have intricate governance structures or limited experience with digital reporting tools. Users may encounter a learning curve when adapting to the specific templates and frameworks of the software, which can delay its adoption and necessitate additional training. Lastly, for smaller organizations, the cost of the platform might be a factor to consider in relation to their budget and specific requirements. **What problems is Board Intelligence solving and how is that benefiting you?** Board intelligence tackles various common issues encountered by boards and leadership teams, particularly regarding the inefficiency and complexity of managing board-level information. One significant issue it addresses is the excessive amount of irrelevant or disorganized content found in traditional board packs. By simplifying the process of creating concise, strategic, and decision-focused reports, it guarantees that board members receive the necessary information promptly, enabling them to make informed decisions. The platform also improves governance by encouraging more transparent reporting and a more organized approach to meetings. With its collaborative features, secure document sharing capabilities, and real-time updates, board intelligence streamlines processes, lightens administrative tasks, and enhances overall board efficiency. Consequently, it enables organizations to make quicker and more well-informed decisions that are in line with their long-term strategy and performance objectives. ### 39. User-Friendly, Intuitive Platform with Fast, Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Laura S. | Head of Private Office, Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2026 **What do you like best about Board Intelligence?** Board Intelligence is highly user‑friendly and intuitive, which makes it easy to use and navigate. The team are also quick, responsive, and efficient, providing excellent support when needed. **What do you dislike about Board Intelligence?** Managing the bookshelves and permissions can be a bit fiddly. If you have specific requirements, it can end up causing issues. **What problems is Board Intelligence solving and how is that benefiting you?** Nothing to note. **Official Response from Lewis Morley:** > Hello Laura, Thanks for your feedback and for sharing your experience with BI. It’s great to hear you’re finding the platform intuitive and that our team has been responsive and supportive when needed, unfortunately from time to time things can go wrong but its reassuring to know our team is on hand 24/7 to help put things right. On managing bookshelves and permissions, we understand it can feel a bit fiddly at times, however, a level of complexity here is often necessary to support more specific or sensitive access requirements, while ensuring the right people see the right information. We do have various means to change permissions but we’re always looking to make this as smooth and user friendly as possible, so if there are particular scenarios that feel more difficult than they should be, we’d really welcome your thoughts here, I would love to discuss this with you more as I feel we can help make your experience here more streamlined so please do reach out to our support team about this. All our very best, The BI Team. ### 40. Board Intelligence: Friendly user interface and excellent people **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Board Intelligence?** The platform is extremely user friendly and the Board Intelligence team have all been a pleasure to work with. **What do you dislike about Board Intelligence?** I find it difficult to pinpoint anything I dislike about Board Intelligence. While there are definitely more affordable options available, the quality of this product justifies its price. **What problems is Board Intelligence solving and how is that benefiting you?** Sharing of and easy access to Board documents as well as saving time on minute writing. **Official Response from Lewis Morley:** > Thanks so much for your kind words, we really appreciate it. It’s great to hear that you’ve found the platform so user-friendly, and we’re especially pleased that your experience working with the team has been a positive one. We also appreciate your honest perspective on pricing and it’s nice to hear that you feel the quality justifies the investment as that’s exactly what we aim for. It’s brilliant to know the platform is helping make board documents easier to share and access, while also saving time on minute writing. That kind of efficiency is exactly what we’re here to drive forward. Thanks again for taking the time to share your feedback, it really means a lot. All our best, The BI Team. ### 41. Easy to Use with a Clear, Well-Organised Layout **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Board Intelligence?** Easy to use with a clear layout of information. Useful to have a series of shelves for different information. **What do you dislike about Board Intelligence?** Our directors have had occasional login challenges, although that could well be down to connectivity between our systems and Board Intelligence. **What problems is Board Intelligence solving and how is that benefiting you?** Access to Board and Committee information in one place that is easily accessible, particularly for our NEDs **Official Response from Lewis Morley:** > Thanks for sharing this, we really value the feedback. It’s great to hear that the platform feels clear and easy to navigate, and that the use of shelves is helping you keep information well organised. I am also really pleased to hear that having everything in one place is making life easier. That accessibility and ease of use is a big part of what we’re trying to deliver. On the login issues, that’s definitely something we’d want to keep an eye on. As you mentioned, it can sometimes come down to connectivity or system integrations, but if it’s happening more than occasionally, it’s worth us taking a closer look with you to smooth that out, if you do continue to experience this unexpected behaviour, please give our friendly support team a call and I am sure they will be able to resolve any issues for you. All our very best, The BI Team. ### 42. I love Board Intelligence **Rating:** 4.5/5.0 stars **Reviewed by:** Dana B. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Board Intelligence?** Using Board Intelligence has changed the quality of our meeting packs, having everything in one place instead of multiple attachments enables a smoother experience for or teams. Visually the pack is more professional and the addition of adding links means larger files can be included. BI is user intuitive and cuts the time down of creating agendas as you can base them on past ones. **What do you dislike about Board Intelligence?** As it works on licenses, not being able to have all staff on there is a bit of a draw back, however the pack can still be downloaded and shared so it is not the end of the world. **What problems is Board Intelligence solving and how is that benefiting you?** Keeping meeting packs in one accessible place, easy to amend and to reissue is the touch of a button. **Official Response from Lewis Morley:** > Hello Dana, Thank you for your wonderful review! We’re thrilled to hear that Board Intelligence has improved the quality of your meeting packs and streamlined the experience for your teams. It’s great to know that the professional presentation and the ability to add links have enhanced your workflow. We’re also pleased that the user-friendly interface has saved you time in creating. We appreciate your feedback regarding the licensing model. While we understand that this can be a limitation for you, we’re glad to hear that downloading and sharing packs still offers a viable solution. Your insights are invaluable as we continue to enhance our platform! All our best, The BI Team. ### 43. Highly Intuitive GUI with Excellent Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Board Intelligence?** Highly intuitive GUI and elegant functionality at back end. Easy for Board to use. Excellent support. **What do you dislike about Board Intelligence?** I would like to be able to revise parts of a published pack for partial board view pre republishing for the full board. **What problems is Board Intelligence solving and how is that benefiting you?** Easily accessible and standardised board pack that our trustees can easily interpret. **Official Response from Lewis Morley:** > Thanks for sharing this, we really appreciate it. It’s great to hear that you find the platform intuitive and that the underlying functionality is working smoothly for you. Knowing it’s easy for your Board to use is especially important, and we’re glad the support team has been there when needed. Your feedback on being able to update parts of a published pack for a limited audience before sharing more widely is really valuable. We can see how that kind of flexibility could be beneficial, I will be sure to pass this on to our product team for consideration. It’s also great to hear that the platform is helping you provide clear, consistent board packs that your trustees can easily navigate and understand—that’s exactly what we’re aiming to support. All our very best, The BI Team. ### 44. Efficient, Fast Support and Simple Navigation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2026 **What do you like best about Board Intelligence?** The support from BI is very efficient and very quick to resolve any queries. BI is very simple to navigate **What do you dislike about Board Intelligence?** There are not really areas I dislike about BI **What problems is Board Intelligence solving and how is that benefiting you?** Recently BI helped us implement MFA across all users for the business. The response on how to implement this was very quick and a full explanation was given **Official Response from Lewis Morley:** > Thank you for your kind review. We’re delighted to hear that your experience with our support team was efficient and responsive, providing clear guidance and quick resolutions is something we take great pride in. We’re especially pleased that we could support you with the successful MFA implementation. Strengthening security while ensuring a smooth rollout is incredibly important, and we’re glad the process felt clear and well-supported. Thank you again for your feedback. All our very best, The BI Team. ### 45. Intuitive platform and fast and efficient customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Board Intelligence?** I find Board Intelligence to be a very intuitive platform and we have had feedback across the company that processes have become simpler and easier since using BI. Circulating and creating board packs is an easy process to follow and the bookcases are useful for storing past / signed papers. The customer service provided is always top tier - the team at BI are very responsive and willing to help. **What do you dislike about Board Intelligence?** No downsides of using BI. The only thing I would request is an 'undo' button when creating agendas, and perhaps making it a bit easier to format. **What problems is Board Intelligence solving and how is that benefiting you?** BI helps to solve inefficient reporting and preparation. BI helps standardize reporting, ensure compliance, audit readiness, and a clear record of board discussions and decisions. The platform also streamlines workflows, reducing rework and last-minute stress, freeing up time for higher-value tasks. **Official Response from Lewis Morley:** > Thank you for sharing your feedback on Board Intelligence! It’s great to hear of your positive experiences creating and circulating board packs, as well as utilizing bookcases for document storage. It's also great to know that the customer service team has been responsive and helpful. I appreciate your suggestions for an 'undo' button and easier formatting options for agendas, I will be passing your feedback along to our product team for consideration. Please do let us know if you have any further feedback or suggestions. All our best, The BI Team. ### 46. Well-Organized and Easy to Access for Every Group (and great customer support) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Board Intelligence?** It’s very well organized and easy to access for each individual group. **What do you dislike about Board Intelligence?** I dont believe there is anything I would change. **What problems is Board Intelligence solving and how is that benefiting you?** I like the privacy controls for documents, and the ability to give each group access according to its purpose. **Official Response from Lewis Morley:** > Thank you for taking the time to review. It's great to hear your positive comments on our platforms' ease of use, features and the control you have over access. Knowing we are hitting the mark here will go down well with the BI Team. Thank you so much for your continued support. Best wishes, The BI Team ### 47. Next level Board portal **Rating:** 5.0/5.0 stars **Reviewed by:** Cerian T. | Company Secretary, Investment Management, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Board Intelligence?** What's most helpful about the Board intelligence portal is the ability to sort agenda items based on their relevance to future disclosures in the Annual Report. This is especially valuable when it comes around the preparing the s.172 statement. The agenda planner is also super helpful, being able to drag and drop agenda items from previous years and meetings to create a new agenda and see a schedule of items on the screen for future planning purposes has been very useful to me. It is very easy to use and reliable. Customer Support is exceptional, responsive, the insights provided by the wider team are also interesting and relevant. **What do you dislike about Board Intelligence?** Sometimes PDFs which are not created using MS or Adobe corrupt when uploading these to the portal. **What problems is Board Intelligence solving and how is that benefiting you?** We use BI for our parent company board, regulated subsidiaries and fund board governance. **Official Response from Lewis Morley:** > Hello Cerian, Thank you for your detailed feedback! We're thrilled to hear that you are finding the Board Intelligence portal helpful, especially the ability to sort agenda items for your annual report and the convenience of the agenda planner. It's great to know that these features enhance have helped with your planning process. We appreciate your compliments about our customer support team and the insights they have been able to provide. I will be sure to pass along your kind words! We also understand the issue you've encountered with uploading certain PDFs. We're always making improvements to our service to ensure a smoother user experience and your feedback will be very useful as we move forward, that said our support team are on hand 24/7 to assist if you ever encounter an issue. If you have any further suggestions or concerns, please feel free to reach out. Best regards, The BI Team ### 48. Effortless Meeting Pack Management, Though a Bit Pricey! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2025 **What do you like best about Board Intelligence?** Being an Administrator, it is the ease of uploading meeting packs, editing packs if necessary and the issuing of packs to relevant attendees. **What do you dislike about Board Intelligence?** No real downsides, just cost really! It is an expensive luxury in some ways but obviously does retain and 'manage' all Company meeting packs. **What problems is Board Intelligence solving and how is that benefiting you?** For me personally it is not solving any business problems or really benefiting me, as I am very anal about record keeping and management of meeting packs. From a Company perspective I am sure the admin function has been revolutionised in terms of creation and retention of meeting packs. **Official Response from Lewis Morley:** > Hello, Thank you for sharing your thoughts on Board Intelligence. It's great to hear that you've found the platform easy to use, especially when it comes to uploading and editing meeting packs. It appears evident that the platform has offered substantial advantages for the broader company, particularly in enhancing administrative functions and ensuring better retention of meeting materials. I understand your concern regarding the cost but hope that the long-term benefits of streamlined record management and improved organization may justify the expense and prove to be cost effective in the long run. Thank you for your insights, we remain open for any further feedback on your experiences and would love to hear from you more as you continue to grow with the product. Wishing you all our best, The Bi Team ### 49. A Safe, User-Friendly Place to Share Information Packs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Board Intelligence?** A safe place to share packs of information & it is user friendly and easy to navigate the system. **What do you dislike about Board Intelligence?** Had no issue at the moment so cant comment on this at present **What problems is Board Intelligence solving and how is that benefiting you?** We are able to securely share board packs to the relevant users with the accurate security in place. **Official Response from Lewis Morley:** > Thanks for sharing your feedback. It is great to hear that the platform is providing a secure and easy to use space for sharing information, and that navigating it feels straightforward. That balance of simplicity and security is exactly what we aim to deliver. We are also pleased that everything is working smoothly so far. If anything does come up, our team is always here to help. We would love to hear more from you as your experience using the platform grows, so please do keep us updated. Wishing you all the very best, The BI Team. ### 50. Easy Login and Perfectly Laid-Out Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Board Intelligence?** Easy to use and simple to log in. Everything is laid out perfectly, which makes it straightforward to find what I need. **What do you dislike about Board Intelligence?** Maybe the icons could be a bit smaller, and the dates could be easier to tell apart. **What problems is Board Intelligence solving and how is that benefiting you?** Fewer interactions with clients, with access to real-time board reporting. **Official Response from Lewis Morley:** > Thanks for taking the time to leave a review. It’s great to hear that logging in and navigating the platform feels straightforward, and that the layout is helping you quickly find what you need while giving you quick access. We also appreciate your feedback on icon sizing and date clarity. That’s really useful as we continue refining the user experience. Wishing you all the very best. The BI Team. - [View Board Intelligence pricing details and edition comparison](https://www.g2.com/products/board-intelligence/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+10%3A56%3A02+-0500&secure%5Bsession_id%5D=a06eeacb-a35a-47d0-af6f-60fc678857dd&secure%5Btoken%5D=f868a34d1139270bd93a83c065ffc7027716fdf27ad107b2e3a17bb852bd64a1&format=llm_user) ## Board Intelligence Integrations - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft PowerPoint](https://www.g2.com/products/microsoft-powerpoint/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) ## Board Intelligence Features **Meeting Management** - Scheduling - Agenda builder - Meeting Minutes - Document Management - Voting - Polls and Questionnaires - Task Manager **Board Tools** - E-Signatures - Permissioning - Annotations and Notes - Video Conferencing Integration - Meeting Archives - Single Sign On (SSO) - Board Assessments - D&O Questionnaires - Storage & File Sharing Integration - Email Integration - E-Signature Integration **Generative AI - Board Management** - AI Text Summarization **Agentic AI - Board Management** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction ## Top Board Intelligence Alternatives - [Diligent Boards](https://www.g2.com/products/diligent-boards/reviews) - 4.5/5.0 (496 reviews) - [OnBoard Board Management Software](https://www.g2.com/products/onboard-board-management-software/reviews) - 4.7/5.0 (644 reviews) - [Convene](https://www.g2.com/products/azeus-systems-convene/reviews) - 4.7/5.0 (357 reviews)